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How to Create a Sales Disbursement in REST Professional
The sales module allows you to create Sales Disbursements in REST to pay out from the trust account to Creditors, Agents, Solicitors, Buyers and Vendors.
This document will as...
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How to Process a Bond Disbursement Overview When bond monies are collected from the tenant (or government agency) they are receipted to the tenants bond. This is done through Transactions > Rent Receipts and clicking on the Payments tab. The bond ...
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How to Print Owner or Tenant Labels in Rest Professional Overview You can print owner or tenant labels in Rest Professional onto your label stationery. You can do this for all, a range or just one owner / tenant if you need to. This document will...
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How to Configure the Wizard to Add or Remove Steps
The Mid Month and End of month wizard is loaded with default steps, which consist on essential and nonessential items. You can customise the wizard to suit your Mid month or End of month wizard...
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WA End of Year Audit Procedure in Rest Professional Introduction In WA you are required to carry out an end of year audit as at the 31 December. This does not need to coincide with your end-of-month process for December. Use the instructions bel...
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Rest Professional End of Financial Year Procedure for New Zealand Overview In New Zealand, you are required to rollover your financial year on 1st April to include all transactions on your bank statement up to and including 31st March. The followi...
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NZ - End of Financial Year Frequently Asked Questions (FAQs)
How Can I check my Income & Expenditure Reports Before the End of the Financial year?
Before the end of March we suggest that you run the Income & Expenditure Summary Report f...
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NZ - What to do if you run your End of Month Process and Files Update Before 1 April Overview If you run your End of Month process and Files Update prior to 1 st April, do not complete another Files Update. You have already closed off the mo...
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NZ - How to Setup & Update Income & Expenditure Fees
Overview
Your owner Income and Expenditure fees can be setup up globally for all owners or for all owners currently being charged a specific amount and for individual owners.
Set Up...
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NZ - How to Generate Income & Expenditure Reports in REST Professional Overview The Income & Expenditure reports list the accumulated income and expenses for owners for any financial year. The Income and Expenditure Summaries can be run any time ...